A detailed history of Shakespeare Wealth Management, Inc. transactions in Coca Cola CO stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 3,796 shares of KO stock, worth $237,060. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,796
Previous 3,776 0.53%
Holding current value
$237,060
Previous $240,000 13.33%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$62.69 - $73.01 $1,253 - $1,460
20 Added 0.53%
3,796 $272,000
Q2 2024

Aug 13, 2024

BUY
$58.06 - $64.15 $219,234 - $242,230
3,776 New
3,776 $240,000
Q4 2022

Feb 13, 2023

BUY
$54.39 - $64.37 $189,440 - $224,200
3,483 New
3,483 $221,000
Q1 2022

May 16, 2022

BUY
$57.88 - $62.85 $463 - $502
8 Added 0.19%
4,122 $258,000
Q4 2021

Jan 10, 2022

SELL
$52.3 - $59.21 $14,382 - $16,282
-275 Reduced 6.27%
4,114 $244,000
Q3 2021

Nov 15, 2021

BUY
$52.47 - $57.48 $6,768 - $7,414
129 Added 3.03%
4,389 $233,000
Q2 2021

Aug 09, 2021

BUY
$52.51 - $56.24 $22,211 - $23,789
423 Added 11.02%
4,260 $241,000
Q4 2020

Feb 16, 2021

BUY
$47.96 - $54.84 $184,022 - $210,421
3,837 New
3,837 $210,000
Q1 2020

Apr 01, 2020

SELL
$37.56 - $60.13 $144,117 - $230,718
-3,837 Closed
0 $0
Q4 2019

Feb 10, 2020

SELL
$51.71 - $55.35 $1,137 - $1,217
-22 Reduced 0.57%
3,837 $212,000
Q3 2019

Nov 08, 2019

BUY
$51.22 - $55.77 $197,657 - $215,216
3,859 New
3,859 $210,000

Others Institutions Holding KO

About COCA COLA CO


  • Ticker KO
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 4,324,510,208
  • Market Cap $270B
  • Description
  • The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks; flavored and enhanced water, and sports drinks; juice, dairy, and plant?based beverages; tea and coffee; and energy drinks. It also offers beverage concentrates and syrups, as well as f...
More about KO
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